Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$746,328
+$132,558 QoQ
Shares Held
4,764
+44.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,356
of 2,452 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ROBERTS GLORE & CO INC /IL/ holds $4,738,603 across 8 Software - Application names. CRM ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,896 | $872,509 | |
| 2 | SNOW |
Snowflake Inc.
|
3,087 | $785,641 | |
| 3 | NICE |
NICE Ltd.
|
8,379 | $761,232 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,764 | $746,328 | |
| 5 | INTU |
Intuit Inc.
|
2,441 | $637,101 | |
| 6 | FICO |
Fair Isaac Corp
|
401 | $479,106 | |
| 7 | FIG |
Figma, Inc.
|
13,325 | $241,049 | |
| 8 | PAYX |
Paychex Inc
|
2,193 | $215,637 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,328 | 4,764 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $613,770 | 3,288 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $701,216 | 2,647 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $622,125 | 2,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $551,379 | 2,022 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $550,674 | 2,052 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $666,654 | 1,994 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $553,989 | 2,024 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $539,652 | 2,099 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $646,633 | 2,147 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $593,117 | 2,254 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $458,080 | 2,259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $493,714 | 2,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $473,878 | 2,372 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $365,683 | 2,758 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $442,595 | 3,077 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $466,238 | 2,825 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $542,902 | 2,557 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $440,407 | 1,733 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $519,657 | 1,916 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $309,245 | 1,266 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $269,074 | 1,270 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $237,216 | 1,066 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $265,393 | 1,056 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $206,250 | 1,101 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||